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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM under $100M

ATLANTIS ASSET MANAGEMENT, LLC

CRD 160462

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Search this name across graphsid dfx:ria:e196d214-25e1-1911-3374-28ad1dff26c8

Data as of Dec 19, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Mar 19, 2012 to Dec 19, 2024
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $16.2MItem 5.F on the latest filing (2024-12-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $16.2M
Private client RAUM: $16.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $5.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 34
Individual clients: 27
High net worth clients: 6
SEC number: 801-74691
CRD: 160462
Filings on the tape: 32
First filed: Mar 19, 2012
Latest filed: Dec 19, 2024
Organised: Limited Liability Company, New York
Website: atlantisasset.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DUNCAN GREGORY BURKE	n/a	NEW YORK, NY	5	33	2	no
JOHN DANIEL CONNOLLY	n/a	NEW YORK, NY	5	37	1	no
MICHAEL DAVIS COHN	n/a	NEW YORK, NY	4	38	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COHN, MICHAEL, DAVIS	Member	E	yes	04/2009	Mar 19, 2012	Dec 19, 2024
COHN, MICHAEL, DAVIS	MANAGING MEMBER AND CCO	Na	yes	04/2009	Mar 19, 2012	Dec 19, 2024
MDC WEALTH MANAGEMENT, LLC	Member	E	yes	04/2012	Jul 24, 2012	Dec 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Jun 27, 2024	$16.2M	$16.2M	2	2	0	n/a	n/a
2022	Feb 28, 2023	$16.0M	$16.0M	2	2	0	n/a	n/a
2021	Mar 29, 2022	$25.9M	$25.9M	3	3	0	n/a	n/a
2020	Mar 31, 2021	$39.6M	$39.6M	4	4	1	n/a	n/a
2019	Apr 3, 2020	$49.7M	$49.7M	4	4	1	n/a	n/a
2018	Mar 20, 2019	$45.5M	$45.5M	0	0	1	n/a	n/a
2017	Apr 3, 2018	$73.1M	$59.1M	0	0	1	n/a	n/a
2016	Mar 23, 2017	$65.6M	$65.6M	0	0	n/a	n/a	n/a
2015	Mar 31, 2016	$65.2M	$65.2M	0	0	n/a	n/a	n/a
2014	Mar 30, 2015	$72.3M	$72.3M	0	0	n/a	n/a	n/a
2013	Mar 31, 2014	$90.8M	$90.8M	0	0	n/a	n/a	n/a
2012	Mar 27, 2013	$95.0M	$95.0M	0	0	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$16.2M	$16.0M	1.3%	$39.6M	-25.8%	3	2	0	0

Relationships

Controls (2)

← COHN, MICHAEL, DAVISOwnerMEMBER, ownership code E, individual
Mar 19, 2012 to presentfactForm ADV
← MDC WEALTH MANAGEMENT, LLCOwnerMEMBER, ownership code E, domestic entity
Jul 24, 2012 to presentfactForm ADV

Registered with (6)

← MICHAEL DAVIS COHNAdvisorregistration: current employment
Dec 11, 2021 to presentfactForm ADV
← JOHN DANIEL CONNOLLYAdvisorregistration: previous registration
May 4, 2017 to Dec 31, 2018factForm ADV
← DUNCAN GREGORY BURKEAdvisorregistration: current employment
Aug 7, 2021 to presentfactForm ADV
← JEFFREY BRIAN PEREIRAAdvisorregistration: previous registration
May 30, 2013 to Nov 7, 2022factForm ADV
← SANDRA TERESA TURNERAdvisorregistration: previous registration
Jun 22, 2018 to Jul 20, 2020factForm ADV
← MICHAEL MARKOFF GEORGEAdvisorregistration: previous registration
Jun 6, 2013 to Nov 1, 2018factForm ADV

Dated events

Occurred
Feb 3, 2025
Left the SEC roster
Atlantis Asset Management, Llc no longer on the SEC adviser roster (last listed 2025-01-02, RAUM $16.2M)
Form ADVobserved 6 days ago
$16.2M
Occurred
Nov 7, 2022
Advisor changed firm
Jeffrey Brian Pereira left Atlantis Asset Management, Llc for Jbp Financial Llc (registered 2022-11-14)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e196d214-25e1-1911-3374-28ad1dff26c8
First observed: Mar 19, 2012
Last observed: Dec 19, 2024 21 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ATLANTIS ASSET MANAGEMENT, LLC

CRD 160462

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e196d214-25e1-1911-3374-28ad1dff26c8

Data as of Dec 19, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DUNCAN GREGORY BURKE

n/a

NEW YORK, NY

JOHN DANIEL CONNOLLY

n/a

NEW YORK, NY

MICHAEL DAVIS COHN

n/a

NEW YORK, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COHN, MICHAEL, DAVIS

Member

yes

04/2009

Mar 19, 2012

Dec 19, 2024

COHN, MICHAEL, DAVIS

MANAGING MEMBER AND CCO

yes

04/2009

Mar 19, 2012

Dec 19, 2024

MDC WEALTH MANAGEMENT, LLC

Member

yes

04/2012

Jul 24, 2012

Dec 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Jun 27, 2024

$16.2M

n/a

2022

Feb 28, 2023

$16.0M

n/a

2021

Mar 29, 2022

$25.9M

n/a

2020

Mar 31, 2021

$39.6M

n/a

2019

Apr 3, 2020

$49.7M

n/a

2018

Mar 20, 2019

$45.5M

n/a

2017

Apr 3, 2018

$73.1M

$59.1M

n/a

2016

Mar 23, 2017

$65.6M

n/a

2015

Mar 31, 2016

$65.2M

n/a

2014

Mar 30, 2015

$72.3M

n/a

2013

Mar 31, 2014

$90.8M

n/a

2012

Mar 27, 2013

$95.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$16.2M

$16.0M

1.3%

$39.6M

-25.8%